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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
601
Kellett Wealth Advisors
Ohio
$246K – – –
SSWM
602
Smith Salley Wealth Management
North Carolina
$242K – – –
CAM
603
Carret Asset Management
New York
$240K -$10.2K -500 -4%
TFS
604
Thoroughbred Financial Services
Tennessee
$240K +$1.23K +60 +0.5%
MMA
605
Miracle Mile Advisors
California
$238K +$234K +11,430 New
PFPT
606
Pinnacle Financial Partners (Tennessee)
Tennessee
$233K +$228K +11,155 New
SWM
607
Silverlake Wealth Management
Vermont
$232K -$11.5K -560 -5%
SFI
608
SPC Financial Inc
Maryland
$231K +$227K +11,090 New
HTC
609
Haverford Trust Company
Pennsylvania
$229K – – –
EWA
610
EP Wealth Advisors
California
$229K +$224K +10,960 New
CAM
611
Concorde Asset Management
Michigan
$228K -$324K -15,835 -59%
MC
612
Moors & Cabot
Massachusetts
$227K -$5.63K -275 -2%
EWM
613
EPG Wealth Management
Georgia
$227K +$1.84K +90 +0.8%
LA
614
Latitude Advisors
Florida
$226K +$222K +10,845 New
D
615
Dentgroup
Louisiana
$224K -$25.6K -1,250 -10%
BMCM
616
Bryn Mawr Capital Management
Pennsylvania
$219K +$215K +10,525 New
ACI
617
Alpha Cubed Investments
California
$219K +$215K +10,510 New
PIM
618
Provident Investment Management
Michigan
$219K +$215K +10,500 New
UB
619
UMB Bank
Missouri
$217K – – –
TRCT
620
Tower Research Capital (TRC)
New York
$216K +$207K +10,095 +3,739%
TCBWMS
621
Texas Capital Bank Wealth Management Services
Texas
$214K +$210K +10,265 New
AWE
622
Avidian Wealth Enterprises
Texas
$213K -$777K -37,995 -79%
AIP
623
Ahrens Investment Partners
Louisiana
$212K +$208K +10,155 New
JHCP
624
Jackson Hole Capital Partners
Oklahoma
$211K – – –
OCM
625
Objective Capital Management
Ohio
$211K +$207K +10,125 New
23 24
25
26 27